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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

376 hedge funds and large institutions have $3.36B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
36
Increased
132
Reduced
172
Closed
31
Calls
$281K
Puts
$6.99M
Net Calls
-$6.71M
Net Calls Change
-$6.71M
Name Holding Trade Value Shares
Change
Shares
Change %
HW
226
Hedeker Wealth
Illinois
$725K -$2.67M -56,085 -79%
CAS
227
Coppell Advisory Solutions
Texas
$722K +$2.53K +53 +0.4%
1W
228
1776 Wealth
Georgia
$718K
EH
229
Equitable Holdings
New York
$688K -$257K -5,397 -27%
PA
230
PFG Advisors
Arizona
$680K +$70K +1,468 +11%
WSTAM
231
Wilbanks Smith & Thomas Asset Management
Virginia
$672K -$198K -4,146 -23%
CIAS
232
Capital Investment Advisory Services
North Carolina
$661K -$30.9K -649 -4%
AF
233
Allworth Financial
California
$654K +$654K +13,712 New
FHC
234
First Heartland Consultants
Missouri
$637K -$113K -2,371 -15%
AA
235
AlphaMark Advisors
Kentucky
$636K -$283K -5,946 -31%
SFG
236
Sovereign Financial Group
Connecticut
$632K -$17.1K -359 -3%
HFP
237
Holistic Financial Partners
Indiana
$611K +$47K +986 +8%
AFP
238
Ausdal Financial Partners
Iowa
$597K +$8.63K +181 +1%
AWA
239
Acorn Wealth Advisors
Michigan
$594K -$4.77K -100 -0.8%
LMKC
240
L.M. Kohn & Company
Ohio
$578K -$14.3K -300 -2%
HF
241
HRT Financial
New York
$570K +$570K +11,961 New
SIA
242
SkyView Investment Advisors
New Jersey
$565K +$286 +6 +0.1%
FCAG
243
First Capital Advisors Group
New Jersey
$564K +$810 +17 +0.1%
BAM
244
Belpointe Asset Management
Nevada
$553K -$337K -7,075 -38%
SFS
245
Security Financial Services
Indiana
$548K +$116K +2,439 +27%
MG
246
Mather Group
Illinois
$547K -$5.2M -109,125 -90%
LFA
247
Laraway Financial Advisors
Minnesota
$527K -$9.39K -197 -2%
OCFG
248
O'Connor Financial Group
Illinois
$516K +$20.5K +431 +4%
CFGS
249
Concourse Financial Group Securities
Alabama
$514K -$110K -2,310 -18%
FCA
250
FinTrust Capital Advisors
South Carolina
$499K